3 min read
TradePMR Introduces Fusion SYNC to Streamline RIA Transitions
An AI-enabled tool designed to shorten transition timelines, helping minimize errors for financial advisors breaking away or changing custodians. GAINESVILLE, Fla.--(BUSINESS WIRE)--TradePMR, a technology and custodial services provider for ...
Topics:
RIA technology
Transition
RIA Custodians
Artificial Intelligence
4 min read
Bridging the Gap Between RIA Marketing and Technology
As more advisors realize how vital brand identity is for their growth strategy, marketing technology can make advisors more effective at reaching clients they really want. Prospecting and converting leads into paying clients is one of the most ...
Topics:
RIA technology
Registered Investment Advisor
RIA Marketing
4 min read
Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth
The inaugural season concludes with topics such as organic growth, AI, and building enterprise value. Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging ...
Topics:
Financial advisors
RIA technology
RIAs
Technology
Marketing
Registered Investment Advisor
Client Relationships
RIA Growth
Artificial Intelligence
Synergize
Podcast
AI
3 min read
TradePMR Trading, RIA Billing, and Digital Account Opening Recognized by Industry Study
A new report on 10 leading custodial service providers from The Oasis Group found that “TradePMR is agile and moves quickly to enhance its platform.” TradePMR continues to receive recognition for the technology and service we offer to RIAs.
Topics:
RIA technology
Custodial Platform
Integrations
RIA custodian
RIA Billing
RIA Trading
3 min read
TradePMR Earns Highest Score Among Custodial Platforms on Ezra Group’s WealthTech Integration Score
Assessed across three weighted criteria, TradePMR’s custodial platform earned an “Excellent” rating with a score of 7.86 out of 10. TradePMR recently received the highest score among custodial platforms on the Ezra Group’s WealthTech Integration ...
Topics:
RIA technology
Financial Advisor Technology
Custodial Platform
Integrations
RIA custodian
5 min read
TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors. GAINESVILLE and TAMPA, Fla. – August 20, 2024 - TradePMR, a technology and custodial services ...
Topics:
RIA technology
Fusion
Technology
Financial Advisor Technology
RIA Platform
5 min read
How RIAs Are Finding Value in AI Technology
While many RIAs are approaching AI with caution, others are already finding ways to drive operational efficiencies, according to CogniCor founder and CEO Sindhu Joseph. The Synergize podcast explores the evolving role of the financial advisor in an ...
Topics:
RIA technology
Financial Advisor Technology
Artificial Intelligence
Synergize
6 min read
Leveraging AI To Grow: How RIAs Can Deploy New Technology
Confusion over how and when to use AI still exists. Here’s how our panel of AI experts is deploying this emerging technology. While researchers and industry observers may disagree on the extent to which artificial intelligence will impact the wealth ...
Topics:
RIA technology
Financial Advisor Technology
Cybersecurity
Artificial Intelligence
5 min read
SYNERGY24: Robb Baldwin and Joe Duran Share Four Keys for Powering RIAs’ Organic Growth
A bull market and M&A activity are masking deficiencies in RIAs’ approach to landing new business. Fortunately, there are tried and true techniques that could help advisors get back on track. Registered investment advisors who are treading water ...
Topics:
RIA technology
Robb Baldwin
RIA Marketing
RIA Growth
RIA Customer Service
SYNERGY24
